See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,480 | $109,881+173.5% | $150,045+100.3% | $84,808+254.3% |
| Participation rate | 93.4% | 76.1%+17.3pp | 82.3%+11.1pp | 68.3%+25.1pp |
| Annual return | 16.13% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,326 | $3,561+77.6% | $4,693+34.8% | $2,631+140.4% |
| Participant deferral / active EE | $11,209 | $6,636+68.9% | $7,997+40.2% | $4,212+166.1% |
| Admin fee / account holder | $31,090 | $8,568+262.9% | $13,435+131.4% | $7,344+323.3% |